Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.583 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48358.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44296.89 Kr¶
PnL: ---------------------------------------> -759.11 Kr¶
DD now: ---------------------------------> -8.964 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:29:00.143779'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.330000 | 1623.060000 | 154.060000 | 10.490000 | 1468.999998 |
| Hexatronic Group | 12 | 6.310000 | 1060.080000 | 93.080000 | 9.630000 | 966.999996 |
| Hoist Finance | 35 | 0.000000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| OX2 | 13 | -0.330000 | 968.500000 | 18.500000 | 1.950000 | 949.999999 |
| VEF | 909 | 1.990000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| Clas Ohlson B | 12 | 6.250000 | 990.000000 | 17.000000 | 1.750000 | 972.999996 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| BioGaia B | 8 | 3.420000 | 942.400000 | 12.400000 | 1.330000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| HEXPOL B | 9 | 1.610000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Sagax B | 4 | 0.230000 | 857.600000 | 3.600000 | 0.420000 | 854.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.310000 | 861.000000 | -3.000000 | -0.350000 | 864.000000 |
| Bilia A | 8 | 1.460000 | 891.200000 | -8.800000 | -0.980000 | 900.000000 |
| AcadeMedia | 8 | -2.080000 | 391.680000 | -10.320000 | -2.570000 | 402.000000 |
| Catena | 2 | -2.160000 | 780.000000 | -12.000000 | -1.520000 | 792.000000 |
| Byggmax Group | 33 | 2.440000 | 943.140000 | -12.860000 | -1.350000 | 956.000001 |
| Atrium Ljungberg B | 5 | -4.660000 | 920.000000 | -15.000000 | -1.600000 | 935.000000 |
| Addnode Group B | 11 | 1.940000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| Biotage | 7 | -1.660000 | 914.200000 | -26.800000 | -2.850000 | 940.999997 |
| SKF B | 5 | 1.250000 | 911.500000 | -28.500000 | -3.030000 | 940.000000 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| ASSA ABLOY B | 3 | -0.400000 | 750.000000 | -29.000000 | -3.720000 | 779.000001 |
| EQT | 4 | 0.810000 | 799.600000 | -32.400000 | -3.890000 | 832.000000 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.600000 | 928.200000 | -38.800000 | -4.010000 | 966.999999 |
| Latour B | 4 | 0.990000 | 814.000000 | -43.000000 | -5.020000 | 857.000000 |
| Vitec Software Group B | 2 | 1.570000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | -0.790000 | 901.200000 | -59.800000 | -6.220000 | 960.999996 |
| Bufab | 3 | 1.220000 | 1047.600000 | -61.400000 | -5.540000 | 1109.000001 |
| Indutrade | 5 | -0.090000 | 1152.000000 | -66.000000 | -5.420000 | 1218.000000 |
| Orrön Energy | 180 | 1.150000 | 1974.600000 | -68.400000 | -3.350000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.150000 | 1290.100000 | -168.900000 | -11.580000 | 1458.999989 |
| Hexagon B | 26 | 0.200000 | 3256.500000 | -204.500000 | -5.910000 | 3461.000010 |
| TOTAL | 44296.890000 | -759.110000 | -8.96429% | 45056.000411 |
Updated:¶
'2023-07-07 11:29:19.055262'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
